+287.0%
FLEX vs XEL
+50.4%
+236.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.1% | -2.6% | -2.7% |
| 7D | -13.6% | +1.7% | -15.4% | -13.4% |
| 30D | -36.5% | +8.6% | -45.1% | -35.8% |
| 3M | -36.4% | +5.1% | -41.5% | -36.0% |
| 6M | -46.5% | +2.5% | -49.0% | -46.3% |
| YTD | +25.9% | +11.0% | +14.9% | +27.4% |
| 1Y | +19.6% | +2.7% | +16.8% | +20.0% |
| 3Y | +287.0% | +49.7% | +237.3% | +313.5% |
| All | +287.0% | +50.4% | +236.6% | +313.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded XEL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling